Peter Donovan
Financial Adviser
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About
Peter Donovan is an ASIC-registered financial adviser dedicated to helping individuals and families in Upper Mount Gravatt, QLD, achieve their financial goals. With a Bachelor of Commerce from Griffith University (1996) and a Diploma of Financial Planning from Deakin University (2006), Peter possesses a strong foundation in financial principles. Further enhancing his expertise, he is an Accredited Aged Care Professional, certified by Aged Care Steps (2021). Peter is also a proud member of the Financial Planning Association (FPA) as a Certified Financial Planner (CFP). Authorised to provide advice on a comprehensive range of financial products, Peter can assist you with superannuation, insurance, wealth management, and retirement planning. His authorisations also extend to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring he can offer tailored solutions to meet your specific needs. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance, Peter is committed to providing clear, personalised advice. Contact Peter today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Peter Donovan offer?
Peter Donovan provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Peter Donovan have?
Peter Donovan holds a Bachelor of Commerce from Griffith University (1996) and a Diploma of Financial Planning from Deakin University (2006). He is also an Accredited Aged Care Professional.
How can Peter Donovan help me plan for retirement?
Peter can help you assess your current financial situation, define your retirement goals, and develop a tailored plan to help you achieve them. This may include advice on superannuation, investments, and other retirement savings strategies.
What can I expect during my first meeting with Peter Donovan?
During your first meeting, Peter will take the time to understand your financial situation, goals, and concerns. He will then explain his services and how he can help you achieve your objectives. You can expect a friendly, professional, and informative discussion.
Is Peter Donovan qualified to provide aged care financial advice?
Yes, Peter is an Accredited Aged Care Professional, meaning he has specialist knowledge in advising clients about the financial implications of aged care decisions.
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